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iShares Russell Mid-Cap Value ETF

989 hedge funds and large institutions have $11.6B invested in iShares Russell Mid-Cap Value ETF in 2025 Q4 according to their latest regulatory filings, with 127 funds opening new positions, 336 increasing their positions, 267 reducing their positions, and 56 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
989
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
34
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$945K
Puts
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
VDBMI
801
Van Den Berg Management I
Texas
$129K
MCA
802
Midwest Capital Advisors
Michigan
$129K
PWMG
803
Private Wealth Management Group
New Jersey
$124K
CI
804
CX Institutional
Indiana
$124K
CBT
805
CoreFirst Bank & Trust
Kansas
$122K
OHWP
806
Oak Harbor Wealth Partners
North Carolina
$122K
EWP
807
Elevation Wealth Partners
California
$119K
PK
808
Pflug Koory
Nebraska
$114K
BFS
809
Bare Financial Services
Pennsylvania
$111K
CFD
810
Creative Financial Designs
Indiana
$110K
HIW
811
Holos Integrated Wealth
Pennsylvania
$109K
AA
812
Addison Advisors
Vermont
$105K
BW
813
Basepoint Wealth
Iowa
$104K
TC
814
Trust Company
Kansas
$101K
NRC
815
New Republic Capital
North Carolina
$98.7K
PAM
816
Parvin Asset Management
South Dakota
$97.5K
HAP
817
Harbor Asset Planning
Massachusetts
$97.2K
SC
818
Steph & Co
Wisconsin
$95.8K
CPA
819
Cardiff Park Advisors
California
$95.5K
BFO
820
Biltmore Family Office
North Carolina
$94.9K
ST
821
Smithfield Trust
Pennsylvania
$94K
CIAS
822
Capital Investment Advisory Services
North Carolina
$93K
GA
823
GoalVest Advisory
New York
$92.8K
FHA
824
Flagship Harbor Advisors
Massachusetts
$91.7K
RF
825
Rossby Financial
Florida
$88.4K